The AdviceOnly financial planning methodology is ultimately a client request. We listened to what our clients wanted but was missing in financial services. We helped by developing a financial methodology and course curriculum, in foundational financial planning services. A concept unheard of in financial services, our vision was to simply provide an objective educational system and financial planning process, moving away from the traditional comingled approach to financial plan development. Not just saying so – but actually finishing the perfect financial plan for people. We enjoy the work and watching it play out.
Born from 9 years of experience teaching financial planning courses, primarily through the College of Marin in Kentfield, California, our founder and president, Quincy Hall, later developed and authored the AdviceOnly® Financial Education system. His goal was to offer an objective financial education in a contained classroom environment and continue that objective experience through the totality of that 'individual financial plan's development process'. The Singular Service Model is a clarifying approach to financial education and financial planning for the consuming public as it deconflicts financial advice for a client, offering a uniquely qualitative and purely objective experience by separating consequential decisions from all forms of financial solicitation. It is a proven approach to planning preferred by many clients at all asset levels.
Today — in these financially turbulent times — Quincy writes, teaches, and provides financial planning services for individuals and businesses.
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